Aaron L. Stankiewiz signed Mercyhurst University's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mercyhurst University's EIN is 25-0965430.
Download the official 2024 Form 5500 (PDF) for Mercyhurst University from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mercyhurst University's plan includes a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TIAA | 13-1624203 | — | NONE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLEARSTEAD ADVISORS, LLC | 34-1597728 | — | NONE | $6K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Non Fully Benefit-Responsive | Other securities | — | — | $17.1M | 19.5% | |
| CREF Stock R2 | Mutual Funds | — | — | $12.8M | 14.6% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $7.0M | 8.0% | |
| Nuveen Lifecycle 2040 | Mutual Funds | — | — | $4.7M | 5.3% | |
| CREF Growth R2 | Mutual Funds | — | — | $3.5M | 4.0% | |
| Nuveen Lifecycle 2035 | Mutual Funds | — | — | $3.1M | 3.6% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $2.9M | 3.3% | |
| Vanguard Small-Cap Idx Adm | Common Collective Trusts | — | — | $2.8M | 3.2% | |
| CREF Global Equities R2 | Mutual Funds | — | — | $2.8M | 3.2% | |
| Vanguard FTSE World Idx Adm | Common Collective Trusts | — | — | $2.8M | 3.2% | |
| Harbor Capital Appreciation Inst | Other securities | — | — | $2.6M | 2.9% | |
| Nuveen Lifecycle 2030 | Mutual Funds | — | — | $2.4M | 2.7% | |
| Vanguard Ttl Bd Mkt Idx Adm | Common Collective Trusts | — | — | $2.2M | 2.6% | |
| Nuveen Lifecycle 2045 | Mutual Funds | — | — | $2.0M | 2.3% | |
| CREF Equity Index R2 | Common Collective Trusts | — | — | $1.5M | 1.8% | |
| Vanguard Real Estat Idx ADM | Common Collective Trusts | — | — | $1.4M | 1.6% | |
| Nuveen Lifecycle 2025 | Mutual Funds | — | — | $1.4M | 1.6% | |
| PGIM Total Return Bond Z | Other securities | — | — | $1.4M | 1.6% | |
| AF Europacific Growth Fund R4 | Other securities | — | — | $1.3M | 1.5% | |
| Nuveen Lifecycle Retirement Income | Mutual Funds | — | — | $1.3M | 1.5% | |
| Nuveen Lifecycle 2050 | Mutual Funds | — | — | $1.2M | 1.4% | |
| Dodge & Cox Stock Fund I | Mutual Funds | — | — | $1.2M | 1.4% | |
| Vanguard Inflation Protected Securities Admiral | Mutual Funds | — | — | $1.1M | 1.3% | |
| Nuveen Lifecycle 2020 | Mutual Funds | — | — | $997K | 1.1% | |
| CREF Social Choice R2 | Mutual Funds | — | — | $848K | 1.0% | |
| CREF Money Market R2 | Mutual Funds | — | — | $765K | 0.9% | |
| Fully Benefit-Responsive | Other securities | — | — | $684K | 0.8% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $628K | 0.7% | |
| Nuveen Lifecycle 2055 | Mutual Funds | — | — | $540K | 0.6% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $512K | 0.6% | |
| CREF Bond Market R2 | Mutual Funds | — | — | $453K | 0.5% | |
| Invesco Developing Markets Y | Mutual Funds | — | — | $400K | 0.5% | |
| Nuveen Lifecycle 2015 | Mutual Funds | — | — | $271K | 0.3% | |
| CREF Inflation-Linked Bond R2 | Mutual Funds | — | — | $182K | 0.2% | |
| Nuveen Lifecycle 2060 | Mutual Funds | — | — | $126K | 0.1% | |
| Nuveen Lifecycle 2010 | Mutual Funds | — | — | $118K | 0.1% | |
| 4.25% to 9.50%; ranging from one to five years | Bonds / Notes | — | — | $93K | 0.1% | |
| Transamerica Intl Equity I | Other securities | — | — | $66K | <0.1% | |
| Socially Responsible Fund 349 Stock Index Fund | Common Collective Trusts | — | — | $56K | <0.1% | |
| Nuveen Lifecycle 2065 | Mutual Funds | — | — | $42K | <0.1% | |
| International Values Fund 70 International Government Bond 132 Mid Cap Index Fund | U.S. Treasuries | — | — | $35K | <0.1% | |
| PIMCO All Asset A | Mutual Funds | — | — | $33K | <0.1% | |
| Fully Benefit-Responsive | Other securities | — | — | $12K | <0.1% | |
| Government Money Market Fund | Cash / Money Market | — | — | $6K | <0.1% | |
| Systemic Value Fund | Other securities | — | — | $4K | <0.1% | |
| Government Securities Fund | Other securities | — | — | $4K | <0.1% | |
| Mid Cap Value Fund 227 Small Cap Growth Fund 145 Small Cap Index Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| Vanguard Windsor II | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Lifestrategy Growth | Mutual Funds | — | — | $2K | <0.1% | |
| High Yield Bond Fund 131 International Equities Fund | Other securities | — | — | $2K | <0.1% |
